Contracts, proposals, and scope notes
Keep the contract and the scope in reach.
The signed agreement, the proposal they accepted, the scope you both agreed on — save them to Stashy so the terms are one question away.
Why it matters
Contracts and scope notes define the work, but they get buried the moment the project starts. Stashy keeps them tied to the client with the key terms, so you can confirm what was agreed without reopening a stack of files.
Messages you might send
Save the signed contract for the Acme retainer.
Find the scope note for the website project.
What rate did I quote in the proposal for Claire?
What Stashy can remember
- The contract, proposal, or scope note
- The client it belongs to
- Key terms, rates, or deliverables
- Any renewal or expiry date
Common questions
Can I recall the agreed scope quickly?
Yes. Save the scope with the client, and you can ask Stashy what was agreed without searching through documents.
Can Stashy remind me about contract renewals?
Yes. Add the renewal date and Stashy will remind you ahead of time with the contract attached.
Let Stashy remember contracts, proposals, and scope notes.
Send it once in the chat you already use, then ask for it later when the question comes back up.